Game Plan Financial Advisors’s Caterpillar CAT Stock Holding History

Game Plan Financial Advisors’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.2K	Hold	20	–	–	0.01%	192
2025 Q4	$11.5K	Hold	20	–	–	﹤0.01%	202
2025 Q3	$9.54K	Hold	20	–	–	﹤0.01%	219
2025 Q2	$7.76K	Sell	20 -20	-50%	-$6.67K	﹤0.01%	230
2025 Q1	$13.2K	Hold	40	–	–	0.01%	213
2024 Q4	$14.5K	Hold	40	–	–	0.01%	203
2024 Q3	$15.6K	Hold	40	–	–	0.01%	206
2024 Q2	$13.3K	Hold	40	–	–	0.01%	228
2024 Q1	$14.7K	Hold	40	–	–	0.01%	233
2023 Q4	$11.8K	Buy	+40	New	+$10.4K	0.01%	238
2022 Q3	–	Sell	-2,045	Closed	-$364K	–	96
2022 Q2	$364K	Sell	2,045 -50	-2%	-$10.5K	0.29%	61
2022 Q1	$467K	Hold	2,095	–	–	0.28%	58
2021 Q4	$433K	Buy	2,095 +110	+6%	+$22.1K	0.23%	70
2021 Q3	$381K	Buy	1,985 +500	+34%	+$104K	0.23%	74
2021 Q2	$323K	Sell	1,485 -5	-0.3%	-$1.16K	0.19%	75
2021 Q1	$347K	Hold	1,490	–	–	0.22%	75
2020 Q4	$271K	Buy	+1,490	New	+$253K	0.19%	75
2020 Q3	–	Sell	-1,740	Closed	-$220K	–	55
2020 Q2	$220K	Hold	1,740	–	–	0.32%	45
2020 Q1	$202K	Sell	1,740 -400	-19%	-$51.1K	0.24%	70
2019 Q4	$316K	Buy	+2,140	New	+$299K	0.3%	66

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Game Plan Financial Advisors's CAT Position: Q1 2026 in Review

Game Plan Financial Advisors held its Caterpillar (CAT) position steady in Q1 2026 at 20 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #192.

Game Plan Financial Advisors first reported a position in CAT in Q4 2019 and has held it in 20 quarters since. The position peaked at $467K in Q1 2022. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Game Plan Financial Advisors held 20 shares of Caterpillar worth $14.2K as of Q1 2026.
Game Plan Financial Advisors left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.01% of Game Plan Financial Advisors's portfolio in Q1 2026, its #192 holding.
Game Plan Financial Advisors first reported a position in Caterpillar in Q4 2019 and has held it in 20 quarters since.
Game Plan Financial Advisors's Caterpillar position peaked at $467K in Q1 2022.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.